PRO PLAYER GAME PLAN

"I'm just getting started. What do I need to do?"

I’ll spend time understating your situation and make sure you understand it too. Then, I’ll help you build a better relationship with money.

I act as an objective advisor. I don’t do side-deals or take kickbacks - the price you pay gets you objective advice on all areas of your finances. No commissions, no sales. Just honest help.

I’ll show you how to...

  • Give... strategically. A lot of people will be reaching out asking for your time, your talent, and your treasure. Let’s come up with some clear guidelines about giving before you are approached.
  • Invest... in yourself, in your other passions, and in causes that you believe in. How can we grow those now so that you are better equipped for life after sport?
  • Save... Athletes retire twice. Wouldn’t it be nice to have some time to figure out what’s next after your done competing?

I’ll work with you to optimize your financial game plan and make sure you have everything in place throughout your career and are set up for whatever comes next. You’ve got to remember these things:

  • All that money ain’t yours. Tax troubles plague many athletes who choose to handle their finances on their own. We will plan ahead to make sure Uncle Sam gets his, but not more than he is owed.
  • Protection. Do you have insurance on your iPhone but not on your life? We can fix that.
  • Legacy. What happens to my stuff if something happens to me? With proper documents in place, this will be taken care of, just in case something happens.
  • Retirement. How much do you need to stop working tomorrow? Ok, not gonna happen. How about in 15 years? We can find the number that is the appropriate goal for you
  • Investing. A diverse portfolio is a happy portfolio. Let’s build yours up.
  • Alternative Investments. Everyone has an area of expertise. Has a friend approached you about investing in their business idea? Maybe you’ve seen their passion but haven't seen the numbers. Or perhaps you have an idea of your own. Don’t jump in blind: business ventures or investments can be a great way to diversify your portfolio, but not without first consulting a business expert.

Who is this plan for? Athletes looking to get a firm grip on their finances and set themselves up for success. Those generating enough income to pursue multiple financial goals at the same time that are interested in building a long-term relationship with a financial planner.

How much does it cost? It’s important to note that this is not a short-term project. This package has a yearly retainer, starting at $4,000, broken into payments.

Why do I need ongoing help? Because life happens! And when it does, you need to be in a position to pivot instead of react when things don’t go quite as planned.

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